Mai Capital Management, LLC
Mai Capital Management, LLC (CRD# 109807) is a financial advisory firm headquartered in Cleveland, OH. They manage $19,711,015,200 in 26,826 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management19,711MILLION
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Total Number of Accounts26,826ACCOUNTS
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Average Account Value$734,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Allison Werden (CRD# 5954206) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 11 years of experience in the finance industry.
Jeffrey Wherry (CRD# 2870003) is an Investment Advisor Representative working at Mai Capital Management, LLC in New Castle, PA and has over 27 years of experience in the finance industry.
Jay White (CRD# 4271229) is an Investment Advisor Representative working at Mai Capital Management, LLC in Little Rock, AR and has over 22 years of experience in the finance industry.
Ari Wiener (CRD# 6163528) is an Investment Advisor Representative working at Mai Capital Management, LLC in Rockville, MD and has over 6 years of experience in the finance industry.
Brendan Winkler (CRD# 7046555) is an Investment Advisor Representative working at Mai Capital Management, LLC in Marriottsville, MD and has over 5 years of experience in the finance industry.
Brian Woods (CRD# 4378063) is an Investment Advisor Representative working at Mai Capital Management, LLC in Marriottsville, MD and has 1 year of experience in the finance industry.
John Zaller (CRD# 5411819) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 16 years of experience in the finance industry.
Aaron Ziska (CRD# 6440978) is an Investment Advisor Representative working at Mai Capital Management, LLC in Saint Louis, MO and has over 9 years of experience in the finance industry.
Stuart Ashwood (CRD# 7090973) is an Investment Advisor Representative working at Mai Capital Management, LLC in San Ramon, CA and has over 9 years of experience in the finance industry.
Jonathan Barna (CRD# 7404505) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 2 years of experience in the finance industry.